2021-12-10T10:04:29-06:00 2021-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2020-07-01 200072992 CENTERSTONE OF AMERICA INC CENT 6154636610 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 STEVEN C HOLMAN CHIEF FINANCIAL OFFICER 6154636610 2021-12-07 1 STEVEN HOLMAN 000000000 JULIE DUNKIN P00742923 6153774600 2021-12-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID GUTH 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 37275313 0 X WWW.CENTERSTONE.ORG X 2008 IN "DELIVERING CARE THAT CHANGES PEOPLE'S LIVES" 8 8 282 8 0 0 6976 0 36552042 35760252 1630123 1463101 0 0 38189141 37223353 5000 10041 0 0 24545040 23049043 0 0 0 13827412 14039054 38377452 37098138 -188311 125215 38826943 43424476 47623079 50073600 -8796136 -6649124 X OUR MISSION IS "DELIVERING CARE THAT CHANGES PEOPLE'S LIVES" 0 0 36974791 10041 35760252 CENTERSTONE OF AMERICA, INC. EXISTS TO SERVE ITS AFFILIATED ORGANIZATIONS THROUGH OPERATIONS SUPPORT, BUSINESS ANALYTICS, UNIFIED BRANDING, SEAMLESS TECHNOLOGY NETWORK AND COMMUNICATIONS INFRASTRUCTURE AND FINANCIAL SERVICES. 36974791 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 683 0 1 282 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X THE ORGANIZATION 6154636610 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 A JOHN ROSE BOARD DIRECTOR 3.00 2.00 X 0 0 0 LEE BRACKETT CHAIR 3.00 X X 0 0 0 JAMES SWEETEN VICE-CHAIR 3.00 2.00 X 0 0 0 PATRICIA LUCAS SECRETARY 2.00 X 0 0 0 SARA C HUGGINS BOARD DIRECTOR 2.00 X 0 0 0 JOAN SIVLEY BOARD DIRECTOR 2.00 2.00 X 0 0 0 DAVID GUTH CEO & BOARD DIRECTOR 38.00 2.00 X X 702281 0 19834 REED FARLEY BOARD DIRECTOR 2.00 2.00 X 0 0 0 PHIL KREBS BOARD DIRECTOR 2.00 2.00 X 0 0 0 STEVEN HOLMAN CHIEF FINANCIAL OFFICER 38.00 2.00 X 339691 0 8550 KEVIN NORTON CHIEF OPERATING OFFICER 40.00 1.00 X 374549 0 12172 ROBERT VERO CEO CENTERSTONE OF TENNESSEE 1.00 39.00 X 269569 0 21148 SUZANNE KOESEL CEO CENTERSTONE OF INDIANA 1.00 39.00 X 234338 0 13218 WAYNE EASTERWOOD CHIEF ADMIN OFFICER 40.00 X 250478 0 11392 JOHN MARKLEY CEO CENTERSTONE OF ILLINOIS 1.00 39.00 X 211444 0 8331 DEBORAH CAGLE CHIEF MARKETING OFFICER 40.00 X 241004 0 15978 VENKATASIVA PRASAD KODALI CHIEF INFORMATION OFFICER 40.00 X 198535 0 12136 DAWN KINGSLEY VP PAYER CONTRACTING 40.00 X 165439 0 14570 CAROL BEAN VP OF FINANCE & ASSISTANT TREASURER 40.00 X 150201 0 12526 JULIE SPEARS REGIONAL FINANCE OFFICER - CTN 40.00 X 147057 0 8417 MUNA QUERSHI VP HEALTH INFORMATION MANAGEMENT 40.00 X 154006 0 9078 JASON HERNANDEZ CHIEF HR OFFICER 40.00 X 125545 0 8345 3564137 0 175695 14 0 1 0 TITANVILLE TT LP PO BOX 306340 NASHVILLE TN 372306340 VANTAGE WAY RENT 927889 BUTLER SNOW OMARA CANNADA PO BOX 6010 RIDGELAND MS 391586010 LEGAL SERVICES 189952 2 AFFILIATED MANAGEMENT FEES 551112 35706641 35706641 OTHER PROGRAM SERVICES REVENUE 551112 53611 53611 35760252 1515061 1515061 51960 -51960 -51960 -51960 37223353 35760252 0 1463101 10041 10041 2862118 2795118 67000 16175586 16175586 446507 444936 1571 2295935 2287855 8080 1268897 1264431 4466 7594 7594 1873865 1873865 177245 177245 165661 165078 583 5417481 5398415 19066 1638043 1632278 5765 96508 96168 340 191058 191058 1515432 1515432 2433492 2424919 8573 80538 80538 STAFF RELATED EXPENSES 206370 206370 SERVICE CHARGES 107603 107603 PROFESSIONAL DUES & SUB 71861 71861 BUSINESS TAXES 31775 31775 24528 24219 309 37098138 36974791 123347 0 3394355 9604860 258282 18833720 18817706 1875706 1910981 28501988 22067964 8297634 6434024 6167246 6656905 38826943 43424476 8426630 13251870 27001115 26588603 12195334 10233127 47623079 50073600 X -8810135 -6915123 13999 265999 -8796136 -6649124 38826943 43424476 X 125215 2021797 X X 0 1 X 1 0 X 6976 0 6976 35851967 42121482 47200567 36552042 35760252 197486310 35851967 42121482 47200567 36559018 35760252 197493286 0 0 0 197493286 164427 123661 848035 1630123 1463101 4229347 164427 123661 848035 1630123 1463101 4229347 44260 44260 36060654 42245143 48048602 38189141 37223353 201766893 0.97880 0.98350 0.02100 0.01610 X 1 1 0 0 0 0 1 7594 1 0 7594 0 PART II-B, LINE 1: CENTERSTONE OF AMERICA, INC., THROUGH ITS LEGISLATIVE POLICY DEPARTMENT, ADVOCATES FOR POLICY SOLUTIONS THAT SEEK TO ENSURE PATIENTS IN NEED OF URGENT MENTAL HEALTH AND ADDICTION CARE CAN OBTAIN THE HELP THEY NEED, WHEN THEY NEED IT. CENTERSTONE OF AMERICA, INC. SHARES ITS LEGISLATIVE POLICY DEPARTMENT EXPENSES WITH ITS SUBISDIARY ENTITIES, WHICH ARE ALSO SECTION 501(C)(3) ORGANIZATIONS. EACH OF THE AFFILIATES REPORT ITS PORTION OF THE LEGISLATE POLICY EXPENSES ON ITS RESPECTIVE FORM 990. 1432311 976376 455935 6291682 5773813 517869 20777995 15317775 5460220 6434024 DUE FROM AFFILIATED ENTITIES 6156905 INVESTMENT IN CENTERSTONE HEALTH PARTNERS, INC. 500000 6656905 INTEREST RATE SWAP 4191228 DUE TO AFFILIATED ENTITIES 2626313 FICA TAX WITHHOLDING 3414988 EMPLOYEE EXPENSE PAYABLE 598 10233127 X 39401841 2178490 2178490 37223351 2 2 37223353 37254829 156691 156691 37098138 0 37098138 PART X, LINE 2: ACCOUNTING PRINCIPLES ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP") REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF IT IS MORE LIKELY THAN NOT THAT AN UNCERTAIN TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST RATE SWAP 2,021,800. EXPENSES NETTED W/REVENUE 156,690. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED W/REVENUE 156,690. ROUNDING 1. 0 CENTERSTONE FOUNDATION 44 VANTAGE WAY STE 400 NASHVILLE TN 37228 261186476 501(C)(3) 10041 ENDOWMENT FUND CONTRIBUTION X X X X X 1 0 0 0 0 0 0 0 0 DAVID GUTH CEO & BOARD DIRECTOR 651154 0 0 0 51127 0 8550 0 11284 0 722115 0 0 0 KEVIN NORTON CHIEF OPERATING OFFICER 316227 0 30000 0 28322 0 8550 0 3622 0 386721 0 0 0 STEVEN HOLMAN CHIEF FINANCIAL OFFICER 290642 0 0 0 49049 0 8550 0 0 0 348241 0 0 0 ROBERT VERO CEO CENTERSTONE OF TENNESSEE 239939 0 0 0 29630 0 8162 0 12986 0 290717 0 0 0 WAYNE EASTERWOOD CHIEF ADMIN OFFICER 240410 0 0 0 10068 0 7747 0 3645 0 261870 0 0 0 DEBORAH CAGLE CHIEF MARKETING OFFICER 210813 0 0 0 30191 0 6900 0 9078 0 256982 0 0 0 SUZANNE KOESEL CEO CENTERSTONE OF INDIANA 212841 0 0 0 21497 0 7321 0 5897 0 247556 0 0 0 JOHN MARKLEY CEO CENTERSTONE OF ILLINOIS 182240 0 0 0 29204 0 6553 0 1778 0 219775 0 0 0 VENKATASIVA PRASAD KODALI CHIEF INFORMATION OFFICER 176496 0 0 0 22039 0 6239 0 5897 0 210671 0 0 0 DAWN KINGSLEY VP PAYER CONTRACTING 155358 0 0 0 10081 0 5173 0 9397 0 180009 0 0 0 MUNA QUERSHI VP HEALTH INFORMATION MANAGEMENT 153736 0 0 0 270 0 0 0 9078 0 163084 0 0 0 CAROL BEAN VP OF FINANCE & ASSISTANT TREASURER 148301 0 0 0 1900 0 2029 0 10497 0 162727 0 0 0 JULIE SPEARS REGIONAL FINANCE OFFICER - CTN 126850 0 0 0 20207 0 4653 0 3764 0 155474 0 0 0 PART I, LINE 4A WAYNE EASTERWOOD, CHIEF ADMIN OFFICER, RECEIVED $46,154 IN SEVERANCE PAY. A HEALTH & EDUCATIONAL BOARD OF METRO GOV'T OF NASHVILLE & DAVIDSON CO TN 2019-01-31 14000000 2019 CAPITAL EXPENDITURES 0 0 0 A 977781 14000000 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 FIRSTBANK 10.000000000000 0 0 0 0 0 A 0 FORM 990, SCH K, PART I, A AND DAVIDSON COUNTY, TENNESSEE FORM 990, SCH K, PART I, F: CAPITAL EXPENDITURES OR REIMBURSE CAPITAL COST PREVIOUSLY INCURRED, ALL AS APPROVED BY LENDER AND AS CONTEMPLATED IN THE BUDGET HERETOFORE SUBMITTED TO LENDER AND PAY CLOSING EXPENSES CONTEMPLATED BY THIS AGREEMENT. IN NO EVENT SHALL PROCEEDS OF THE TAX-EXEMPT TERM LOAN BE USED FOR ANY OTHER PURPOSE. IN NO EVENT SHALL PROCEEDS OF THE TAX-EXEMPT TERM LOAN BE USED FOR THE PURPOSE OF "PURCHASING OR CARRYING AND "MARGIN STOCK" WITHIN THE RESPECTIVE MEANINGS OF EACH OF THE QUOTED TERMS UNDER REGULATION U OF THE BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM OF THE UNITED STATES, OR TO REFUND ANY INDEBTEDNESS INCURRED FOR SUCH PURPOSE, EXCEPT IN A MANNER THAT IS NOT IN VIOLATION OF REGULATIONS U AND X OF SUCH BOARD. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION" CENTERSTONE IS A NOT-FOR-PROFIT HEALTH SYSTEM PROVIDING MENTAL HEALTH AND SUBSTANCE USE DISORDER TREATMENTS. SERVICES ARE AVAILABLE NATIONALLY THROUGH THE OPERATION OF OUTPATIENT CLINICS, RESIDENTIAL PROGRAMS, THE USE OF TELEHEALTH AND AN INPATIENT HOSPITAL. CENTERSTONE ALSO FEATURES SPECIALIZED PROGRAMS FOR THE MILITARY COMMUNITY, THERAPEUTIC FOSTER CARE, CHILDREN'S SERVICES AND EMPLOYEE ASSISTANCE PROGRAMS. CENTERSTONE'S RESEARCH INSTITUTE PROVIDES GUIDANCE THROUGH RESEARCH AND TECHNOLOGY, LEVERAGING THE BEST PRACTICES FOR USE IN ALL OUR COMMUNITIES. CENTERSTONE'S FOUNDATION SECURES PHILANTHROPIC RESOURCES TO SUPPORT THE WORK AND MISSION OF DELIVERING CARE THAT CHANGES PEOPLE'S LIVES. WE PROVIDE CARE FOR MORE THAN 140,000 INDIVIDUALS AND FAMILIES ANNUALLY, AND WE ARE ACCREDITED BY CARF AND THE JOINT COMMISSION. CENTERSTONE OF AMERICA, INC. IS INCORPORATED TO BE THE HOLDING ENTITY FOR CENTERSTONE OF FLORIDA, INC., CENTERSTONE OF ILLINOIS, INC., CENTERSTONE OF INDIANA, INC., CENTERSTONE OF TENNESSEE, INC., CENTERSTONE'S MILITARY SERVICES, CENTERSTONE FOUNDATION, CENTERSTONE'S RESEARCH INSTITUTE AND OTHER CENTERSTONE-RELATED ORGANIZATIONS. CENTERSTONE HAS A DEEP AND RICH HISTORY, AND HAS BEEN PROVIDING EFFECTIVE BEHAVIORAL HEALTH AND DRUG AND ALCOHOL TREATMENT SERVICES IN OUR COMMUNITIES FOR MORE THAN 60 YEARS. IN 1956, SEVEN YEARS BEFORE PRESIDENT KENNEDY'S LANDMARK COMMUNITY MENTAL HEALTH ACT, CENTERSTONE WAS FOUNDED AS THE MENTAL HEALTH GUIDANCE CENTER IN NASHVILLE, TENNESSEE. OUR APPROACH HAS ALWAYS BEEN ROOTED IN THE IDEA THAT OUR CLIENTS ARE HEALTHIER AND HAPPIER WHEN THEY CAN CONTRIBUTE TO THEIR COMMUNITIES AND THAT OUR COMMUNITIES ARE IMPROVED BY HAVING OUR CLIENTS AS CONTRIBUTING MEMBERS. OPERATING WITH APPROXIMATELY 3,800 EMPLOYEES, CENTERSTONE PROVIDES LIFE-CHANGING AND LIFE-SAVING SERVICES TO INDIVIDUALS AND FAMILIES AROUND THE COUNTRY. CENTERSTONE ACCEPTS MOST INSURANCE AND PRIVATE PAY FOR SERVICES, AND ARE ABLE TO OFFER CARE THROUGH ADDITIONAL CONTRACTS AND GRANTS FROM FEDERAL, STATE AND LOCAL GOVERNMENT, AS WELL AS PHILANTHROPIC DONATIONS FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUALS. CENTERSTONE OF AMERICA IS A FAMILY OF ORGANIZATIONS COMMITTED TO ADVANCING CARE AND SOLUTIONS. CENTERSTONE IS MADE UP OF SEVEN FIRST-TIER CORPORATIONS AND MULTIPLE SECOND-TIER CORPORATIONS WITH A PRIMARY FOOTPRINT IN FLORIDA, ILLINOIS, INDIANA, AND TENNESSEE. FOR THE 2021 TAX YEAR ENDED JUNE 30, 2021, CENTERSTONE OF AMERICA AND ITS AFFILIATES EARNED GROSS REVENUE OF $295 MILLION. RECOGNITION OF AFFILIATES: CENTERSTONE OF AMERICA AFFILIATES INCLUDE: CENTERSTONE OF FLORIDA IS THE LEADING COMMUNITY BEHAVIORAL HEALTH HOSPITAL AND OUTPATIENT PRACTICE IN SOUTHWEST FLORIDA. WITH A HISTORY SPANNING MORE THAN SIX DECADES AND FULL CONTINUUM OF BEHAVIORAL HEALTH SERVICES, WE ARE WORKING TO CHANGE THE LIVES OF CHILDREN, TEENS, ADULTS AND SENIORS WHO FACE TRAUMA, ADDICTIONS, PSYCHIATRIC ILLNESSES AND EMOTIONAL DISORDERS. CENTERSTONE OF FLORIDA SERVES MORE THAN 17,000 PEOPLE OF ALL AGES. CENTERSTONE OF FLORIDA IS ACCREDITED BY THE JOINT COMMISSION. CENTERSTONE OF ILLINOIS SERVES CHILDREN, YOUTH, ADULTS AND FAMILIES THROUGH MENTAL HEALTH COUNSELING, SUBSTANCE USE TREATMENT, LIFE SKILLS ENRICHMENT PROGRAMS, EARLY CHILDHOOD SERVICES, AND SPECIALIZED SERVICES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. EACH YEAR, CENTERSTONE OF ILLINOIS SERVICES MORE THAN 11,000 PEOPLE OF ALL AGES IN SOUTHERN ILLINOIS AND THE METRO EAST ST. LOUIS AREA. WE ARE ACCREDITED BY CARF INTERNATIONAL. CENTERSTONE OF INDIANA PROVIDES AN ARRAY OF MENTAL HEALTH TREATMENT, SUBSTANCE USE DISORDER TREATMENT, INTEGRATED PRIMARY CARE, THERAPEUTIC FOSTER CARE AND SUPPORTIVE SERVICES TO APPROXIMATELY 30,000 PEOPLE OF ALL AGES ACROSS SOUTHERN AND CENTRAL INDIANA EACH YEAR. CENTERSTONE HAS BEEN RECOGNIZED BY THE STATE OF INDIANA FOR ITS INNOVATIVE SERVICES IN ADDICTIONS CARE AND RE-ENTRY SERVICES. WE ARE ACCREDITED BY CARF INTERNATIONAL AND HAVE RECEIVED HEALTH HOME STATUS. CENTERSTONE OF INDIANA'S SUBSIDIARIES INCLUDE THE CENTERSTONE FOUNDATION, INC., CENTERSTONE SUPPORTIVE HOUSING, LLC AND INDEPENDENT LIVING. CENTERSTONE OF TENNESSEE HAS PROVIDED A WIDE RANGE OF MENTAL HEALTH, ADDICTION, AND THERAPEUTIC FOSTER CARE SERVICES TO PEOPLE OF ALL AGES FOR MORE THAN 60 YEARS. THROUGH OPERATIONS IN THE MIDDLE AND EAST TENNESSEE REGIONS, CENTERSTONE SERVES OVER 55,000 CHILDREN, ADOLESCENTS, ADULTS AND SENIORS EACH YEAR. CENTERSTONE OF TENNESSEE IS ACCREDITED BY CARF INTERNATIONAL AND IS A MEMBER ORGANIZATION OF THE NATIONAL FOOTBALL LEAGUE'S NFL LIFELINE. CENTERSTONE'S RESEARCH INSTITUTE IS DEDICATED TO BRIDGING THE GAP BETWEEN EVIDENCE AND PRACTICE, BRINGING INDUSTRY PROVEN AND HIGH-VALUE PRACTICES TO OUR PHYSICIANS, NURSES AND PRACTITIONERS. THIS IS ACCOMPLISHED THROUGH RESEARCH AND EVALUATION STUDIES TO DEFINE BEST PRACTICE AND ADVANCE THE TREATMENT AND PREVENTION OF MENTAL HEALTH AND ADDICTION DISORDERS. STAFF WORK CLOSELY WITH OUR CENTERSTONE AFFILIATES TO DELIVER CLINICALLY EXCELLENT, EVIDENCE-BASED AND VALUE-CARE MODELS. CENTERSTONE'S RESEARCH INSTITUTE EMBRACES TRANSPARENCY AND MEASUREMENT AS A MEANS TO ENHANCING PATIENT CARE. CENTERSTONE'S MILITARY SERVICES WORKS TO ENSURE THAT SERVICE MEMBERS, VETERANS AND THEIR FAMILIES HAVE THE RESOURCES AND SUPPORT NEEDED TO LEAD HEALTHY AND FULFILLING LIVES BEYOND MILITARY SERVICE. WE OFFER A VARIETY OF SERVICES TO ADDRESS MANY ISSUES INCLUDING COMBAT STRESS, TRAUMA, HOMELESSNESS, DEPRESSION, ADDICTION, MARRIAGE ISSUES, PARENT-CHILD RELATIONSHIP REPAIR, AND OTHER INVISIBLE WOUNDS OF WAR. THIS INCLUDES THOSE WHO ARE CURRENTLY SERVING OR HAVE SERVED IN ANY BRANCH OF THE MILITARY REGARDLESS OF DISCHARGE STATUS OR CONFLICT IN WHICH THEY SERVED. THE CENTERSTONE FOUNDATION SECURES PHILANTHROPIC RESOURCES TO SUPPORT CENTERSTONE'S NOBLE PURPOSE, "DELIVERING CARE THAT CHANGES PEOPLE'S LIVES," BOTH NOW AND IN THE FUTURE. IN ADDITION TO SECURING PHILANTHROPIC RESOURCES FOR ITS AFFILIATES AND THE PEOPLE WE SERVE, THE FOUNDATION IS CHARGED WITH PROVIDING EFFECTIVE STEWARDSHIP OF ENDOWMENTS, INCLUDING INVESTMENT AND DISBURSEMENTS. WE ARE DEDICATED TO IMPROVING THE QUALITY OF LIFE OF THE INDIVIDUALS AND FAMILIES WHO COME TO CENTERSTONE FOR CARE. CENTERSTONE OF INDIANA IS THE SOLE CORPORATE MEMBER OF THE CENTERSTONE FOUNDATION. CENTERSTONE SOLUTIONS IS A SPECIALTY ORGANIZATION OF CENTERSTONE, CREATING HEALTHCARE MANAGEMENT SOLUTIONS THAT IMPROVE ACCESS TO SERVICES AND ADVANCE PATIENT CARE AND OUTCOMES. WE OPERATE A PROVIDER NETWORK THAT DELIVERS COUNSELING SERVICES FOR CENTERSTONE'S MILITARY SERVICES' REFERRALS, AND PROVIDE EMPLOYEE ASSISTANCE PROGRAMS AND OTHER EMPLOYEE WELLNESS SERVICES TO REGIONAL EMPLOYERS. HOMEWOOD INSURANCE COMPANY, INC. WAS FORMED IN JUNE 2021 AS A CAPTIVE INSURANCE COMPANY SOLELY OWNED BY CENTERSTONE OF AMERICA, INC. CENTERSTONE WILL UTILIZE THE CAPTIVE PRIMARILY AS A FORMALIZED FUNDING MECHANISM TO FACILITATE A GRADUAL INCREASE IN SELF-INSURED RETENTION THEREBY REDUCING THE COMPANY'S RELIANCE ON COMMERCIAL COVERAGE TO THE HIGHER, NON-WORKING LOSS EXPOSURE LAYERS. THE CAPTIVE WILL BE UTILIZED TO FUND THE COMPANY'S SELF-INSURED EXPOSURES FOR ITS MEDICAL PROFESSIONAL, GENERAL AND AUTOMOBILE LIABILITY PROGRAMS. FORM 990, PART V, LINE 1A, 1099 FILING: FORMS 1099 AND 1096 FOR CENTERSTONE OF AMERICA, INC. FILED UNDER THE EIN OF CENTERSTONE OF AMERICA, INC. FOR 2020, A TOTAL OF 683 FORMS 1099 WERE FILED UNDER CENTERSTONE OF AMERICA, INC. OF THAT TOTAL, 683 RELATE TO VENDORS OF CENTERSTONE OF AMERICA, INC. FORM 990, PART V, LINE 2A, W-2 FILING: FORMS W-2, W-3, AND ALL RELATED PAYROLL TAX FILINGS FOR CENTERSTONE OF AMERICA, INC. AND ITS AFFILIATED COMPANIES ARE FILED UNDER THE EIN OF CENTERSTONE OF AMERICA, INC. FOR 2020, A TOTAL OF 4,828 W-2 FORMS WERE FILED UNDER CENTERSTONE OF AMERICA. OF THAT TOTAL, 282 RELATE TO EMPLOYEES OF CENTERSTONE OF AMERICA, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW OF THE FORM 990 BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CORPORATE CONTROLLER, AND THE BOARD OF CENTERSTONE OF AMERICA. THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, ARE PROVIDED ELECTRONICALLY TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS BOARD MEMBERS COMPLETE A BOARD EXPECTATIONS LETTER IN WHICH THE MEMBERS AFFIRM THAT THEY ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE REPORTED ANY POTENTIAL CONFLICTS OF INTEREST. FURTHER, THE BOARD HAS ADOPTED A POLICY WHICH REQUIRES BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE FORM ON AN ANNUAL BASIS. FOR EMPLOYEES, THE COMPANY'S CODE OF CONDUCT CONTAINS A WRITTEN CONFLICT OF INTEREST POLICY. EMPLOYEES ARE REQUIRED TO CERTIFY ON AN ANNUAL BASIS THAT THEY HAVE READ AND WILL ABIDE BY THE CONFLICT OF INTEREST POLICY. FURTHER, SENIOR EXECUTIVES OF THE COMPANY ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A IN 2021 CENTERSTONE OF AMERICA CONTRACTED WITH A THIRD PARTY CONSULTANT TO CONDUCT AN ASSESSMENT OF THE BEHAVIORAL HEALTH MARKETPLACE CEO COMPENSATION AND PROVIDE RECOMMENDATIONS TO THE ORGANIZATION'S BOARD OF DIRECTORS IN FORMING A COMPENSATION PACKAGE FOR THE CEO OF CENTERSTONE OF AMERICA, INC. UPON COMPLETION OF THE STUDY, THE COMPENSATION PACKAGE OF CENTERSTONE OF AMERICA'S CEO WAS UPDATED TO REFLECT CURRENT MARKET RATES AND APPROVED BY THE BOARD OF DIRECTORS IN 2022. THE CEO'S COMPENSATION PACKAGE IS REVIEWED AND ADJUSTED AS NECESSARY BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. COMPENSATION FOR CEOS OF THE CENTERSTONE AFFILIATED ORGANIZATIONS IS DETERMINED BY THE CEO OF CENTERSTONE OF AMERICA UTILIZING COMPENSATION SURVEYS AVAILABLE FROM THE INDUSTRY'S TWO MAJOR ASSOCIATIONS, AND IS SUBJECT TO REVIEW BY THE CENTERSTONE OF AMERICA BOARD ON AN ANNUAL BASIS. EXECUTIVE COMPENSATION PACKAGES WERE REVIEWED AND ADJUSTED TO MARKET AS NEEDED DURING THE 2020 TAX YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE FINANCIAL STATEMENTS HOWEVER ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: UNREALIZED CHANGE IN INTEREST RATE SWAP 2,021,800. ROUNDING -3. CENTERSTONE OF TENNESSEE 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 621674308 PROVIDE MENTAL HEALTH SERVICES TN 501(C)(3) LINE 3 CENTERSTONE OF AMERICA 0 CENTERSTONE OF INDIANA 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 351147323 PROVIDE MENTAL HEALTH SERVICES TN 501(C)(3) LINE 7 CENTERSTONE OF AMERICA 0 CENTERSTONE RESEARCH INSTITUTE 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 262505456 RESEARCH RELATED TO MENTAL HEALTH TN 501(C)(3) LINE 7 CENTERSTONE OF AMERICA 0 CENTERSTONE OF ILLINOIS INC 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 370916475 PROVIDE MENTAL HEALTH SERVICES TN 501(C)(3) LINE 7 CENTERSTONE OF AMERICA 0 CENTERSTONE OF FLORIDA 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 591009537 PROVIDE MENTAL HEALTH SERVICES TN 501(C)(3) LINE 7 CENTERSTONE OF AMERICA 0 CENTERSTONE MILITARY SERVICES 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 271934061 PROVIDE MENTAL HEALTH SERVICES TN 501(C)(3) LINE 7 CENTERSTONE OF AMERICA 0 F-W RESIDENTIAL PROPERTIES INC 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 371398964 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 FRANKLIN-WILLIAMSON PROPERTIES INC 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 371275096 REAL ESTATE HOLDING COMPANY FOR CENTERSTONE OF ILLINOIS TN 501(C)(2) CENTERSTONE OF ILLINOIS 0 THEODORO PLACE 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 201885830 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 YAKUBIAN HOMES INC 120 MANOR COURT ALTON IL 62002 371393454 PROVIDE HOUSING FOR THE DISABLED TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 HEMPEL HOUSE INC 120 MANOR COURT ALTON IL 62002 371365765 PROVIDE HOUSING FOR THE DISABLED TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 MHC DEVELOPMENT COMPANY INC 120 MANOR COURT ALTON IL 62002 371120291 PROVIDE HOUSING FOR THE DISABLED TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 AMY'S CROSSING INC 120 MANOR COURT ALTON IL 62002 454926717 PROVIDE HOUSING FOR THE DISABLED TN 501(C)(3) LINE 10 CENTERSTONE OF ILLINOIS 0 CENTERSTONE HEALTH SERVICES 645 SOUTH ROGERS STREET BLOOMINGTON IN 47403 351270418 PROVIDE HEALTHCARE FOR AT-RISK INDIVIDUALS TN 501(C)(3) LINE 7 CENTERSTONE OF INDIANA 0 CENTERSTONE FOUNDATION 44 VANTAGE WAY SUITE 400 NASHVILLE TN 37228 261186476 SUPPORT FOR CENTERSTONE OF AMERICA'S CONTROLLED ORGANIZATIONS TN 501(C)(3) LINE 12A, I CENTERSTONE OF INDIANA 0 MAPLEVIEW INC 720 N MARR ROAD COLUMBUS IN 47201 351876232 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 CENTERSTONE OF INDIANA 0 CEDAR VIEW INC 720 N MARR ROAD COLUMBUS IN 47201 351943874 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 CENTERSTONE OF INDIANA 0 OAKVIEW INC 720 N MARR ROAD COLUMBUS IN 47201 351942794 PROVIDE LOW INCOME HOUSING TN 501(C)(3) PF CENTERSTONE OF INDIANA 0 ASPEN HOUSE INC 720 N MARR ROAD COLUMBUS IN 47201 351925610 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 CENTERSTONE OF INDIANA 0 INDIANA HOUSE INC 720 N MARR ROAD COLUMBUS IN 47201 351942793 PROVIDE LOW INCOME HOUSING TN 501(C)(3) LINE 10 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